Calendly + Leap CRM

Create new Leap CRM leads from newly created Calendly invitees

When a new invitee is added within Calendly, let this workflow take over and create a lead in Leap CRM. This speeds up your processes by transforming your invitee data into potential business opportunities. You won't miss out on valuable leads and can focus more on growing your business.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Lead
Creates a Lead on the APP
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write

- Event UUIDRequired
Action
Search
New Customer
New Customer from jobprogress
Trigger
Polling
Try It

- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
- Event TypeRequired
- Start TimeRequired
- Invitee EmailRequired
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee TimezoneRequired
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
Action
Write

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more